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Posts tagged Value Pickr
SmallCap Hunter : Trying to find the dark horses with triggers (03-11-2023)
On the face of it, 2nd quarter 23 results of Lykis look subdued. However, on consolidated basis, the net operating cash flow has turned substantially positive for the first time after new management took over. 1.5cr, who initiated the thread in May this year, and others tracking the company, any comments?
Greaves Cotton – Is this up to investors? (03-11-2023)
Poor sales number month on month basis. July aug sep 23 has poor sales data for ampere. Ev story seems to be dying in greaves cotton
Praveen’s Information Attic (Obervations, Lessons, Thoughts) (03-11-2023)
You have got apoint , , i have entered all above companies at today’s valuation , specially it sector , as i see reversal definite and risk/reward better here onwards
The harsh portfolio! (03-11-2023)
@harsh.beria93 What is your view on Jagran Prakashan’s continued bad results compared to DB Corp. What is the major reason for this divergence in performance according to you. Any thoughts on selling Jagran.
Thanks for your time 
Arvind Fashion : Value Unlock or Trap (03-11-2023)
Personal opinion:Sephora did had edge over reliance tira but management was more focused into clothing part
Linc Ltd: Writing the future of Bharat (03-11-2023)
Agree,Q2 is actually generally flattish for these companies the major ones are Q3 (because of festive and schools running on full pace) and Q1(School Projects and New FY for corporates).
Hopes are high and believe to seem some growth in the coming quarters
Linc Ltd: Writing the future of Bharat (03-11-2023)
The results were bleak and unexpected but so far from what I understand, Q2 was a difficult quarter for the entire industry as a whole…was just going through Kokuyo Camlin’s results. Not impressive either, Linc at least showed some top-line growth, Camlin didn’t even have that but surprisingly with a poorer ROCE, ROE, margins, etc… the company is still valued at a premium when compared to Linc. so I still have some hopes left…let’s see how things unfold.
Goodluck India Ltd (03-11-2023)
Diwali pick SBI securities.
Not a recommendation, invested and biased
Gujarat Fluorochemicals: A hidden fluorine story (03-11-2023)
Atrocious results with a very downbeat commentary in the investor presentation. Views?